BlueFolder Reviews

As an admin user of BlueFolder in my company, I have found it to be a comprehensive and user-friendly asset management software. One of the biggest advantages of this software is its ability to track and manage all of our company's assets in one platform. From equipment, vehicles, to tools and inventory, BlueFolder provides a seamless experience for our team and our customers. Another great feature of BlueFolder is the ability to customize fields and forms to fit our company's specific needs. This has been especially useful in terms of tracking and managing the maintenance of our assets.

While it offers a wide range of features, it takes some time and effort to fully utilize all the functionalities, especially for non-technical users.

The Blue Folder Team, consisting of Matt and Paulina, listened and worked hard to provide me with everything I needed to make my HVAC service calls software great. I had tried multiple companies, but each one was lacking in some area. Whenever I asked for help, they would say it was a special request and would increase our monthly cost. However, Blue Folder never hesitated to make it work and fulfilled my requests without any additional charges. They are truly awesome.

The only thing lacking is the Map function.

BlueFolder has been a significant upgrade from our previous job tracking system. It is easy to use, has a wide variety of functions that increase our productivity, and has a strong customer service department that listens to our feedback and takes suggestions seriously for added features and improvements.

The invoicing/payment system could use some improvements. There is not an option to customize the invoice forms, take multiple payments for an invoice, edit invoices after creation, and receive a payment for multiple invoices.

I really like the ease of use and the implementation of the system was virtually seamless with the tech team from BlueFolder. The reports are very good for our needs. The technicians really like to use the desktop program and that what's most important.

The mobile app needs a lot of work. There is limited ability to print out equipment reports for single units.

We have been with BlueFolder for many many years, and have watched it improve. We use it to run nearly every aspect of our business. Before I started this company, I ran a software development company in LA, this software is simple to use, powerful and would be the highest rated software systems that I use for my company.
Without this system I would have to link together several solutions and doubt they would give me the tools and ease of use that this one system has.
Steve Drake

The calendar has issues with time zones. But this is common in most calendar systems. I live in Arizona and during half the year my appointments are set to the wrong time, even though my sales team puts them in correctly for the class. It adjusts to what it thinks is my local time, but the class is scheduled for a time in spite of the zone. This is an issue because I travel to those times, and it does not update when i am there.

I am currently at a new position and using the current companies in-house dispatch/billing/maintenance software is not intuitive to the point where only a specialized personnel use it. I suggested implementing Bluefolder on a trial basis for a subset of our customer base. I had used it in a similar capacity at a previous company and enjoy how easy it is to find customer and equipment data - specifically previous notes and dispatched and contact information.

The map function needs a bit of work. Much of our equipment in the field lacks a street address or is inside of another company's main location, but not a the street address that they would use (read a chemical plant with an Admin building for the address, but equipment installed elsewhere within the plant). Location information needs at latitude/longitude option. Entering location information should come with a "Save and new" button like the equipment entering option.Sub-equipment as a standard option would be nice.

It makes it easy to track each maintenance project. I also like that i can communicate directly through Bluefolder with the client and have the communication saved in the log for the work order

this is silly but I wish it would allow google to save the password. I really h ate typing it in every day

The ease of data entry. The ability to manage technician's in the field and provide them with the information to do their job. The ability to integrate with QuickBooks for billing. This system has enabled our company's department to grow by 50%...

Would love to be able to link multiple data sets for custom reports.

It's easy to look up past work orders (so I can see when something has been previously done with a property). It's very simple to set up new properties and contacts. The invoices are very professional looking and transfer nicely to QuickBooks.

I wish this software would integrate with Buildium - would be much easier to use if I didn't have to export to QuickBooks, download, then reupload to our management software. I also find it a pain to contact customer support to do basic functions like adding a user or removing a user.

The flow of a work order, from quote, to executed work order an scheduling, to completion of work order with a signature feature, to batching work orders to Quickbooks

Lacking a Drag and Drop feature and project management

data base and a universal place for each customer information

Better ability to have a data base of materials and how they can be searched for.
If you can figure this out similar to the way turbo tax would ask info.

Like this: When the tech add his time, Then a pop up screen" Did you use materials?"
Then a scroll down screen.

I love how this product is simple and easy to navigate and use. The amount of customization is really great

I wish there was the ability to create a "master list" of equipment (so that we can use the same equipment for different customers) and the ability to work offline

The scheduling and team calendar feature, also the ease to customize the system to fit your business needs. We also like that it tracks equipment in one place. You can also customize who sees what information (employees, clients and vendors) which is awesome

Right now the only feature I want to see if contracts able to be billed on use so you can track how many hours you use for an unlimited contract and still bill it

Customer Notifications
Ease of use
Very pleasing to look at
The customer support team treats me like a family member and not just another customer. The get customer service beyond just being there when needed.

At the time there is no way to accept online payments. But they have told me that is in the works.